Position in MOH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,485,598
+$3,300,278 QoQ
Shares Held
23,986
+46.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 597 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in MOH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $271,083,925 across 10 Healthcare Plans names. MOH ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
262,463 | $109,087,496 | |
| 2 | CI |
Cigna Group
|
266,954 | $73,593,878 | |
| 3 | CVS |
CVS HEALTH Corp
|
392,564 | $40,610,745 | |
| 4 | ELV |
Elevance Health, Inc.
|
44,169 | $17,081,477 | |
| 5 | CNC |
Centene Corp
|
184,176 | $11,822,257 | |
| 6 | PGNY |
Progyny, Inc.
|
203,797 | $5,875,467 | |
| 7 | HUM |
Humana Inc
|
14,604 | $5,801,000 | |
| 8 | MOH |
Molina Healthcare, Inc.
This page
|
23,986 | $5,485,598 |
All Filings in MOH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,485,598 | 23,986 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,185,320 | 16,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $325,561 | 1,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,288,712 | 17,186 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,599,425 | 5,369 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,768,824 | 5,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,093,765 | 3,758 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,438,882 | 4,176 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,351,228 | 4,545 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,790,397 | 4,358 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,608,190 | 4,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,485,997 | 4,532 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,899,318 | 6,305 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,418,231 | 5,302 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,762,384 | 5,337 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,004,767 | 6,078 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,736,937 | 6,212 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,095,612 | 6,282 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,248,189 | 7,068 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $453,630 | 1,672 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $375,794 | 1,485 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $350,640 | 1,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,726 | 215 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $39,719 | 217 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $16,908 | 95 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||